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Estate Planning Archives

A few thoughts, considerations regarding the “elder orphan”

Estate administration is a legal realm marked by a prominent irony, namely this: high numbers of people insisting that they cannot be benefited by a tailored estate plan who actually have a dire need to think about and execute relevant planning documents.

What truly motivates individuals to take estate planning action?

Lots of things contribute to would-be estate planners becoming actual doers, of course. Procrastination is often ultimately defeated by a replaced sense of urgency that increases as time goes by. Children grow up, with parents naturally thinking of ways to help them in future years. Select loved ones might have special needs, which mandates recognition of that fact and the employment of a legal plan to address it. Family legacy concerns might loom large.

What is a spendthrift trust, and how can it benefit you?

In today’s above-cited blog headline, the referenced “you” refers to the individual who establishes a trust. The legal designations for that person are actually several and liberally substituted. Trust creators are sometimes called trustors, grantors or settlors, with even other terms occasionally being used. We’ll just go with creator in today’s post entry.

A 21st century consideration: cryptocurrency and estate planning

Cryptocurrency these days is more than the mere concept of a few futurists that it was just a few short years ago. The realm of this alternative-to-cash universe is now solidly entrenched and growing, and at least a bit more understood in the general public than it used to be.

Can I amend a trust, and is doing so a simple matter?

It is no surprise that individuals, couples and families in California and nationally find a compelling utility in trusts from an estate-planning perspective. They are impressively flexible legal tools that can be creatively tailored to promote diverse goals. We note on our website at the Law Offices of Connie Yi that, because of that, they "can be an integral piece of estate planning."

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